6 steps to a robust fleet policy

Posted
by
Gofor
on
June 12, 2025

Efficient and effective fleet management requires a robust fleet policy - here's how to make it a valuable component of your company car and van strategy

6 steps to a robust fleet policy

Is your fleet governance robust? It's a question every fleet manager, or anyone involved in the safe and effective running of company vehicles, needs to ask themselves. As fleets evolve to increasingly electrified vehicles, evolving fleet governance is critical - existing policies need to be reviewed and updated to ensure they are relevant and reflect how electric vehicles are managed within the fleet.

Here's why your business need a robust and up-to-date fleet policy:

  • Aligns fleet operations with business ESG and net zero goals
  • Ensures compliance with legal and regulatory standards
  • Manages fleet risk, cost, and carbon impact
  • Monitors driver performance, safety and insurance
  • Formalises procedures for vehicle allocation, maintenance and tech use
  • Sets clear and consistent expectations for drivers

Fleet policy is a critical part of effective fleet governance and my team often reviews customer fleet policies as part of our initial fleet audit. In our experience, whilst most businesses have the basics in place, the policy often needs further refinement or updating to account for electrification. The most common policy omission is driver training which is so important, especially with the transition to EVs - it’s essential but often overlooked.

Paul Reeves, Account Manager, Gofor

Where do I start when it comes to developing fleet policy?

We’ve put together a comprehensive checklist for fleet operators including the key areas that we would expect to see in a best practice fleet policy.

1. Driver management

Licensing requirements - including holding a valid UK licence suitable for the vehicle type

Eligibility checks - logging licence points, bans or medical issues and frequency of updates

Driver training - induction plus ongoingtraining, EV, safety, efficient driving strategies.

Expected conduct - required behaviours and compliance with the Highway Code and drink/drugs policy

Vehicle check obligations - responsibilities for routine safety inspections

Fuel / charge card use - process, limits, EV charging expectations

Accountability measures - indicate any disciplinary outcomes of fleet policy breaches

2. Vehicle use and allocation

Vehicle assignment - definition of who can use vehicles and for what purpose

Personal use policy - clear information on if/when company vehicles can be driven for personal use

Pool vehicle policy - including eligibility, booking process and return protocols

Fuel/charging reimbursement - clarify process

Grey fleet standards -  how, when and who can use privately-owned vehicles on business, including a focus on general maintenance and upkeep insurance and MOT compliance

Usage restrictions - note any prohibited/approval required activities e.g. towing, off-road use and travel abroad

3. Vehicle selection and sustainability

How the fleet policy aligns to overall business goals - including ESG policy

Vehicle selection -  policy on election of low-emission vehicles which may vary by vehicle type

EV charging policy - including workplace, home and public charging procedures and eligibility

Alternative transport methods - guidance on when to use non car/van transport

Effective route planning - how to make journeys efficient, including EV charging and app recommendations

4. Maintenance, safety and compliance

Fleet health and safety - use of mobile phones, defined kit included within the vehicle e.g.warning triangle, first aid kit etc.

Servicing schedules - overview maintenance requirements and driver obligations, including EV schedules

Safety inspections - define how and when safety checks such as tyre inspections should be carried out and logged; plus steps to rectify dashboard warning lights

Legal obligations - include requirements for MOTs, tax, insurance, load compliance and fine management

Policy review cycle - detail frequency of review and update for the fleet policy

Driver safety is key consideration within any fleet policy

5. Incident management and insurance

Breakdown policy - include information on breakdown provider

Accident process - detail what drivers should do at the scene of an accident

Incident reporting - process and expected timelines for reporting incidents

Insurance coverage - clarify what is and isn’t covered by company insurance

6. Technology

Outline core fleet technology e.g.driver app or portal and driver requirements

Technology usage - state expectations around telematics and dashcam usage, where applicable

Data use - how this will be used by the business, in line with GDPR including the use of technology to monitor driver performance and optimise operations.

Ready to tackle your fleet policy?

The fleet landscape is rapidly evolving, and keeping up-to-date can be a challenge.  Robust fleet governance is no longer optional; it’s an essential part of the company vehicle toolkit, ensuring due care and attention are given to legal requirements, ESG commitments, business goals, driver safety and fleet efficiency. At Gofor, we work with customers daily to provide them with the guidance they need to deliver a fit-for-purpose fleet policy. If it’s been a while since you last reviewed your policy or you’ve yet to fully implement one, now is the time to get things moving.

Take a look at our checklist, get in touch, and let us help build your fleet governance framework.

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